Skip to content
Disclosery

CGGR CAPITAL GROUP GROWTH ETF

Follow

SHS CREAT UNIT (fund)

642 managers (653 13F filers) reported a position in CGGR shares at 2026-06-30, 404,010,251 shares in all. 80 filers opened a position and 31 filers sold out during the quarter.

Managers
642
13F filers
653
New
80
Added
369
Reduced
134
Sold out
31
Shares held by filers
404,010,251

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Planning LLC19,864$938K0.27%-1,21313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,868$938K<0.01%+9,54013F-HR/ATimeline
Bright Futures Wealth Management, LLC.19,386$915K0.59%new13F-HRTimeline
HB Wealth Management, LLC19,255$909K0.01%new13F-HRTimeline
GTS SECURITIES LLC19,223$907K0.02%-21,52813F-HRTimeline
Carnegie Lake Advisors LLC19,136$903K0.34%+76713F-HRTimeline
CVFG LLC18,938$894K0.09%+8,47013F-HRTimeline
Hardworking Capital Advisors, LLC18,934$894K0.73%+33613F-HRTimeline
AE Wealth Management LLC18,879$891K<0.01%+5,02413F-HRTimeline
Brown Miller Wealth Management, LLC18,668$881K0.22%013F-HRTimeline
Mascagni Wealth Management, Inc.18,182$858K0.53%+53513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,901$845K0.06%+1,04713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,868$843K0.08%+29813F-HRTimeline
UPTICK PARTNERS, LLC17,548$828K0.13%+18513F-HRTimeline
Cornell Pochily Investment Advisors, In…17,441$823K0.22%+11,80513F-HRTimeline
Blue Zone Wealth Advisors, LLC17,320$818K0.14%+1,08513F-HRTimeline
Clearwave Capital, LLC17,147$809K0.45%+86913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC17,068$806K0.22%-62513F-HRTimeline
BHK Investment Advisors, LLC17,010$803K0.24%+4,08013F-HRTimeline
Tortuga Wealth Management, Inc16,976$801K0.61%-60013F-HRTimeline
RIA Advisory Group LLC16,825$794K0.18%+42313F-HRTimeline
FMR LLCin group FMR LLC16,671$787K<0.01%+8,54213F-HRTimelineGroup
WealthTrak Capital Management LLC16,583$783K0.51%-12,49913F-HRTimeline
Fortis Capital Advisors, LLC16,523$780K0.09%new13F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC16,372$773K0.26%-12013F-HRTimelineGroup
HUB Investment Partners, LLC16,359$772K0.01%+91913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …16,269$768K0.01%+47413F-HRTimelineGroup
ProCore Advisors, LLC16,263$768K0.95%+1,24713F-HRTimeline
Advisory Alpha, LLC16,130$761K0.02%+2513F-HRTimeline
VestGen Advisors, LLC15,968$754K0.02%-4,03613F-HRTimeline
CHOREO, LLC15,938$753K0.01%-73513F-HRTimeline
Processus Wealth & Capital Management, …15,880$750K0.44%+54313F-HR/ATimeline
Focus Financial Network, Inc.15,824$747K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,788$745K0.03%+2,09913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,655$739K<0.01%+8513F-HRTimelineGroup
Keystone Financial Services, LLC15,649$739K0.44%+53613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC15,486$731K0.4%+26213F-HRTimeline
RiverFront Investment Group, LLC15,009$708K0.01%013F-HRTimeline
Avantax Planning Partners, Inc.14,917$704K0.02%-12313F-HRTimeline
Octavia Wealth Advisors, LLC14,885$703K0.06%+57113F-HRTimeline
WEALTHGARDEN F.S. LLC14,768$697K0.4%-10013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,695$694K0.05%013F-HRTimeline
Glassy Mountain Advisors, Inc.14,678$693K0.19%+1,55813F-HRTimeline
Bison Wealth, LLC14,508$683K0.06%+813F-HRTimeline
HFG Advisors, Inc.14,430$681K0.42%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,885$679K0.22%+613F-HRTimeline
Intrua Financial, LLC14,312$676K0.06%+4,75313F-HRTimeline
Optimus Capital Advisors, LLC13,938$658K0.35%+8,76513F-HRTimeline
ORBA Wealth Advisors, L.L.C.13,653$644K0.55%-1,57713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,568$640K<0.01%013F-HRTimelineGroup
Tudor Financial Inc.13,331$629K0.28%+57513F-HR/ATimeline
Warner Group LLC13,291$627K0.15%+6,68613F-HRTimeline
PCG Wealth Advisors, LLC13,289$627K0.14%-1,42413F-HRTimeline
OpenArc Corporate Advisory, LLC13,229$624K0.01%-51213F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC13,059$616K0.29%+44713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,960$612K<0.01%+99613F-HRTimeline
Duncan Williams Asset Management, LLC12,958$612K0.14%+3,80713F-HRTimeline
Balboa Wealth Partners12,923$610K0.08%-3,99913F-HRTimeline
Betterment LLC12,802$604K<0.01%+1,89213F-HRTimeline
Advisor Resource Council12,749$600K0.2%+2,92413F-HRTimeline
Core Wealth Partners LLC12,638$597K0.25%+3,26213F-HRTimeline
Strategic Wealth Investment Group, LLC12,533$592K0.07%+1,69313F-HRTimeline
Mayflower Financial Advisors, LLC12,533$592K0.05%013F-HRTimeline
Trilogy Capital Inc.12,182$575K0.02%-80813F-HRTimeline
GSG Advisors LLC11,821$558K0.12%+98913F-HRTimeline
Facet Wealth, Inc.11,798$557K0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC11,482$542K0.12%+6,38713F-HRTimeline
AMERIFLEX GROUP, INC.11,374$537K0.22%+3,94513F-HRTimeline
WealthSpring Partners, LLC11,330$535K0.46%-9,94013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC11,259$531K0.44%+1,08413F-HRTimeline
Savvy Advisors, Inc.11,203$529K0.01%+2,39313F-HRTimeline
Perigon Wealth Management, LLC11,089$523K0.01%+68513F-HRTimeline
Cushing Capital Partners, LLC11,075$523K0.36%013F-HRTimeline
WCG Wealth Advisors LLC10,862$513K0.01%new13F-HRTimeline
Leo H. Evart, Inc.10,838$512K0.4%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,802$510K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC10,778$509K<0.01%new13F-HRTimeline
Versant Capital Management, Inc10,616$501K0.04%+5,27313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,578$499K0.03%-29713F-HRTimeline
Brookwood Investment Group LLC10,260$484K0.06%-98813F-HRTimeline
Adelphi Trust Co10,128$478K0.32%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,831$465K0.12%+1,31813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,833$464K<0.01%+83213F-HRTimelineGroup
BRIGHTON JONES LLC9,578$452K0.01%new13F-HRTimeline
Faithward Advisors, LLC9,527$450K0.05%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,409$444K0.02%+49413F-HRTimelineGroup
McNamara Financial Services, Inc.9,202$434K0.07%-95713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,079$429K<0.01%+3,38013F-HRTimelineGroup
COFG Advisors, LLC8,878$419K0.07%+1,74413F-HRTimeline
PFG Investments, LLC8,842$417K0.02%-4,16813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,701$411K<0.01%013F-HRTimelineGroup
Johnson Financial Group, LLC8,653$408K0.02%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,562$404K0.03%+2,52513F-HRTimelineGroup
Semus Wealth Partners LLC8,457$399K0.19%+6913F-HRTimeline
Acorn Wealth Advisors, LLC8,398$396K0.1%new13F-HRTimeline
R2 Capital Strategies, LLC8,274$391K0.18%13F-HRTimeline
James J. Burns & Company, LLC8,204$387K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC8,101$382K0.12%+41313F-HRTimeline
Convergence Financial, LLC8,060$380K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC7,991$377K0.01%+23213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,952$375K0.01%new13F-HRTimeline
CRA Financial Services, LLC7,861$371K0.04%-10913F-HRTimeline
Keating Financial Advisory Services, In…7,734$365K0.05%+44513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,703$364K0.03%-113F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,666$362K0.01%013F-HRTimeline
Triad Wealth Partners, LLC7,872$360K0.02%+1913F-HRTimeline
Simplicity Wealth,LLC7,632$360K0.01%-19313F-HRTimeline
Naviter Wealth, LLC7,425$351K0.03%new13F-HRTimeline
Jacobi Capital Management LLC7,286$344K0.02%+33913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC7,258$343K0.05%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,199$340K0.04%new13F-HRTimeline
Herold Advisors, Inc.7,234$339K0.07%+63513F-HRTimeline
Carson Advisory Inc.7,156$338K0.16%-49113F-HRTimeline
GUIDANCE CAPITAL, INC7,237$333K0.07%013F-HRTimeline
Cyndeo Wealth Partners, LLC7,002$330K0.02%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,949$328K<0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,846$323K<0.01%-15,30613F-HRTimelineGroup
Pinnacle Bancorp, Inc.6,825$322K0.08%013F-HRTimeline
SAPIENT CAPITAL LLC6,730$318K<0.01%+25013F-HR/ATimeline
Dana Investment Advisors, Inc.6,721$317K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.6,704$316K0.03%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…6,637$313K0.1%+5313F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC6,570$310K0.03%new13F-HRTimeline
Alta Wealth Advisors LLC6,557$309K0.08%new13F-HRTimeline
NORTHLAND SECURITIES, INC.6,545$309K0.18%-38713F-HRTimeline
Crown Wealth Group, LLC6,412$303K0.08%+75413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,357$300K<0.01%new13F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…6,280$296K<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC6,274$296K0.03%013F-HRTimeline
WESPAC Advisors, LLC6,239$294K0.14%-20013F-HRTimeline
ADVISORTRUST PARTNERS, LLC6,202$293K0.1%new13F-HRTimeline
Castle Rock Wealth Management, LLC6,183$291K0.06%+513F-HRTimeline
Capital Investment Management, Inc.6,160$291K0.09%+6213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,112$288K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,031$285K0.01%+45013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,023$284K0.01%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.6,000$283K0.03%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,874$277K0.13%-3,13713F-HRTimeline
PRAIRIE ADVISORY, LLC5,825$275K0.07%13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC5,809$274K0.11%013F-HRTimeline
Root Financial Partners, LLC5,757$272K0.01%-24613F-HRTimeline
WORLD EQUITY GROUP, INC.5,660$267K0.06%-5,66013F-HRTimeline
FinDec Wealth Services, Inc.5,645$266K0.31%-28613F-HRTimeline
Capital Asset Advisory Services LLC5,640$266K0.01%+10013F-HRTimeline
Vermillion & White Wealth Management Gr…5,572$262K0.13%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…5,537$261K0.03%-5,32713F-HRTimeline
Tilson Financial Group, Inc.5,501$260K0.07%new13F-HRTimeline
LANDAAS & CO /WI /ADV5,474$258K0.05%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,467$258K<0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,443$257K0.03%-59213F-HRTimeline
CoreCap Advisors, LLC5,397$255K0.01%+29413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,375$254K0.02%+12513F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC5,330$252K0.04%013F-HRTimeline
GLR Partners, LLC5,325$251K0.12%new13F-HRTimeline
Lewis Asset Management, LLC5,305$250K0.09%+25013F-HRTimeline
XY Planning Network, Inc.5,288$250K0.03%new13F-HRTimeline
Cypress Capital, LLC5,196$245K0.07%new13F-HRTimeline
GAMMA Investing LLC5,161$244K0.01%+4,02013F-HRTimeline
Mission Financial Group, LLC5,073$239K0.2%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,000$236K0.01%013F-HRTimeline
4WEALTH ADVISORS, INC.5,026$235K0.18%new13F-HRTimeline
Planned Solutions, Inc.4,971$235K0.07%-88513F-HRTimeline
Richardson Capital Management LLC4,725$223K0.1%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,697$222K<0.01%new13F-HRTimeline
Midwest Trust Co4,603$217K<0.01%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC4,579$216K0.28%new13F-HRTimeline
Aspen Capital Management, LLC4,578$216K0.05%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,531$214K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC4,487$212K0.02%new13F-HRTimeline
Southland Equity Partners LLC4,475$211K0.04%new13F-HRTimeline
Eagle Bluffs Wealth Management LLC4,457$210K0.07%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,447$210K<0.01%-2,33013F-HRTimeline
Martin Capital Partners, LLC4,388$207K0.08%new13F-HRTimeline
Aspiring Ventures, LLC4,250$201K0.05%new13F-HRTimeline
CX Institutional4,031$190K0.01%+3,33013F-HRTimeline
Whipplewood Advisors, LLC3,552$168K0.11%-3,21413F-HRTimeline
Operose Advisors LLC3,100$146K0.03%-17913F-HRTimeline
MATHER GROUP, LLC.2,761$130K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,732$129K0.04%013F-HRTimeline
Winch Advisory Services, LLC2,546$120K0.02%+1,08613F-HRTimeline
Larson Financial Group LLC2,434$115K<0.01%-27513F-HRTimeline
Cape Investment Advisory, Inc.2,347$111K0.03%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2,200$104K<0.01%013F-HRTimeline
Lavaca Capital LLC2,200$104K0.01%013F-HRTimeline
TrustBankin group TrustBank2,000$94.4K0.03%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,871$88.3K<0.01%+1,48413F-HRTimelineGroup
LANARK FINANCIAL, INC.1,772$83.6K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,745$82.4K0.06%013F-HRTimeline
Archer Investment Corp1,715$81K0.02%013F-HR/ATimeline
Beacon Financial Strategies CORP1,700$80.2K0.04%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,640$77.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,607$75.9K<0.01%013F-HRTimeline
Rossby Financial, LCC1,591$75.1K0.01%+13713F-HRTimeline
Avion Wealth1,540$72K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,525$72K0.04%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,517$71K0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,453$68.6K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC1,366$64.5K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,322$62.4K0.03%-313F-HRTimeline
Silver Grove Financial Group, Inc.1,289$60.9K0.03%new13F-HRTimeline